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Update Client Details for Salesforce | Self-Service Customer Data Update Form
Send clients a self-service form from Salesforce to update their details
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- ProductivityCustomer ServiceData Management
- Requires
- Sales Cloud
- Compatible With
- Financial Services CloudGovernment CloudNonprofit Solutions
Send clients a self-service web form to update their Lead, Account, or Contact details in Salesforce. You approve changes with one click. 5-star rated app Multi-language, 100% native. Free trial available.
Highlights
Lead, Account & Contact Update Forms ✔ Send secure self-service forms to clients ✔ Update Lead, Account, and Contact information ✔ No Salesforce login required ✔ Review and approve changes with one click
Configurable Forms & Email Notifications ✔ Select fields clients can update ✔ Generate secure form links automatically ✔Send personalized email notifications ✔ No coding required
Bulk Client Update Requests ✔ Send forms to multiple clients at once ✔ Reduce manual follow-ups ✔ Collect updates faster ✔ Improve data accuracy at scale
Secure File Upload Support ✔ Collect documents from clients ✔ Upload files directly through forms ✔ Store files in Salesforce ✔ Simplify document collection
Multi-Language Client Forms ✔ Support global customers ✔ French, German, Japanese, Spanish ✔ Vietnamese and Chinese supported ✔ Improve international adoption
OTP Security & Link Expiration ✔ Secure form access with OTP ✔ Configure link expiration rules ✔ Protect sensitive customer data ✔ Reduce unauthorized access
Consent Form Collection ✔ Capture customer consent digitally ✔ Track consent history in Salesforce ✔ Support compliance requirements ✔ Maintain an audit trail
100% Native Salesforce Solution ✔ Built entirely on Salesforce ✔ No external data storage ✔ Leverage Salesforce security ✔ Easy administration and deployment
Product Demo: https://bit.ly/3PPzTyc Book a Product Consultation: https://calendly.com/purvisharma/30min Make a Purchase: https://satrangtech.com/salesforce-update-client-details/#pricing
Provider Details
Satrang Technologies
Mumbai, India
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2012
Website
Phone
+91-9820436966Level II Specialist PDO, AppExchange (http://bit.ly/satrangtechapps), Consulting (http://bit.ly/satrangtech), Pledge 1%, and salesforce.org Partner. Satrang Technologies, as a Salesforce.com Consulting, PDO, and AppExchange Partner, specializes in Cloud computing, Salesforce.com products, and AppExchange services. Our offerings include outsourcing solutions for small and mid-size businesses and renowned IT vendors. As a Consulting Partner, we are committed to delivering outstanding Salesforce solutions by leveraging our extensive expertise and resources. In addition, we provide PDO/AppExchange Development Services to create applications deployable on the Salesforce.com App marketplace, known as AppExchange. Choose Satrang Technologies to develop and implement strategic, holistic, and end-to-end Salesforce-enabled applications and products tailored to your specific needs. We excel in system migration and deployment, whether transitioning existing systems or implementing entirely new ones. Our team understands the intricacies of architecting cloud solutions, focusing on scalability, security, intelligence, and user-friendliness.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
💲Base (Minimum) Cost: $799/company/year 🛒To Purchase: https://satrangtech.com/salesforce-update-client-details/#pricing 🎥Demo Video: https://bit.ly/3PPzTyc 📅Schedule a Demo: https://calendly.com/purvisharma/30min
Standard App
$799 USD/company/year
Free trial available for 7 days
Additional Feature - Link Expiration & OTP
$120 USD/company/year
Additional Feature - File Upload
$120 USD/company/year
Additional Feature - Multi Language
$120 USD/company/year